hands on laptop

CRM vs. Institutional Investor Databases: Why You Need Both

Is this a familiar scene? It’s a Monday morning and time to start your outreach for the week. To be...

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data charts Gui Costin, Founder, CEO | October 27, 2020

The Not-So-Hidden Cost of Inaccurate and Incomplete Investment Industry Data

Did you know that 62% of organizations rely on marketing and prospect data that’s up to 40%...

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sales people shaking hands Dan DiDomenico, President | October 14, 2020

5 Tips for Sales Success Without Conferences and Travel

It feels unnecessary to still be saying that we’re in “unprecedented times” when we’ve been in this...

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women at desk Nick Butz, Account Executive | October 13, 2020

Two Sales Tools That Help Streamline Meetings

Imagine the end of a successful day; you’ve done the work, built the relationship, and landed a...

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Person using a Mac to send email Dan DiDomenico, President | October 5, 2020

3 Email Tips that Drive Engagement and Help Land Meetings

More than ever, people are relying on digital communication to meet and connect with clients and...

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Man looking at data on an ipad Tim Mitchell, Director of IT | September 30, 2020

Institutional Investor Data: 3 Best Tools to Keep It Up-to-Date

A problem that a lot of sales professionals in the financial services industry face is an...

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camera filming Gui Costin, Founder, CEO | September 16, 2020

How to Plan a Live Event or Webinar: 4 Tips for Success

We have been fortunate at Dakota to host many events, including three conferences, and numerous...

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